Account and User Management

This following new Account and User management enhancement is available in this release.

New Permissions to Control Producer-Management of Other Users

This enhancement enables Producer users to manage Customer and or Partner users, independently of managing other Producer users. Previously with the single View and Manager Users permission, Producer users had access to modify all User types in the system, and could not be constrained to just Partners or Customers. In this release, the following user-management permissions have been added to define a Producer role:

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View and Manage Customer Users—Enables the Producer user to create and manage only Customer users.

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View and Manage Partner Users—Enables the Producer user to create and manage only Partner users.

These new permissions provide a control for the types of users that a Producer user can manage. (This might be necessary, for example, to comply with internal security measures.)

If the Producer user is assigned the View and Manage Users permission, the other two permissions are ignored since they are folded into the View and Manage Users permission. However, if the Producer user is configured with either or both of the new permissions, but not with the View and Manage Users permission, the producer can manage the only type of users specified by the selected permission(s); the producer cannot manage other Producer users.

Important:The Producer user also requires the View and Manage Accounts permission to manage users using any of these three user-management permissions. Without this “umbrella” permission, the Producer user cannot create users or save updates, view transaction histories (updates, deletes, or so forth), or reset passwords for those user types that the producer has permission to manage.